Sowa Financial Group, Inc. Top Holdings and 13F Report (2024)

About Sowa Financial Group, Inc.

Investment Activity

  • Sowa Financial Group, Inc. has $122.56 thousand in total holdings as of March 31, 2024.
  • Sowa Financial Group, Inc. owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • This quarter, Sowa Financial Group, Inc. has purchased 30 new stocks and bought additional shares in 0 stocks.
  • Sowa Financial Group, Inc. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Sector Allocation Over Time

Map of 500 Largest Holdings ofSowa Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$24,8500.0%129,06920.3%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$18,9360.0%485,17015.4%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$11,4620.0%24,1159.4%Finance
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$8,7920.0%30,7147.2%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$7,9730.0%255,6146.5%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$7,5310.0%73,8366.1%ETF
AllianceBernstein Global High Income Fund stock logo
AWF
AllianceBernstein Global High Income Fund
$5,0620.0%500,1914.1%Finance
Visa Inc. stock logo
V
Visa
$4,2480.0%16,3183.5%Business Services
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$3,9540.0%149,2463.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$3,5450.0%65,8762.9%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$3,0320.0%110,5802.5%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$2,4600.0%23,3802.0%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,3580.0%14,9441.9%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,1650.0%25,8211.8%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,0790.0%27,5931.7%Finance
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$2,0290.0%49,8251.7%ETF
Invesco DB Agriculture Fund stock logo
DBA
Invesco DB Agriculture Fund
$1,6030.0%77,3111.3%Finance
Piedmont Office Realty Trust, Inc. stock logo
PDM
Piedmont Office Realty Trust
$1,5590.0%219,3121.3%Finance
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$1,2090.0%10,3971.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,1840.0%18,6961.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,1210.0%10,3580.9%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$9860.0%26,2150.8%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$8380.0%16,6760.7%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$7990.0%11,0960.7%ETF
Eversource Energy stock logo
ES
Eversource Energy
$7660.0%12,4140.6%Utilities
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$7610.0%12,9520.6%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$4300.0%10,6520.4%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4060.0%10,7760.3%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$2190.0%13,0620.2%Computer and Technology
LifeMD, Inc. stock logo
LFMD
LifeMD
$2070.0%25,0000.2%Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: